Declining Car Production And Overcapacity Will Squeeze Margins

Published
17 Feb 25
Updated
16 Aug 25
AnalystConsensusTarget's Fair Value
NOK 100.50
3.9% overvalued intrinsic discount
16 Aug
NOK 104.40
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1Y
-2.8%
7D
5.8%

Author's Valuation

NOK 100.5

3.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Increased 5.44%

Wallenius Wilhelmsen's consensus price target has been raised following a sharp increase in expected future P/E and a notable decline in net profit margin, implying the market anticipates higher future valuation despite softer profitability, with fair value now at NOK100.50. What's in the News Wallenius Wilhelmsen renewed a logistics contract with a major automotive OEM, valued at approximately USD 100 million over three years.

Shared on01 May 25
Fair value Decreased 7.74%

Shared on23 Apr 25
Fair value Decreased 6.00%

AnalystConsensusTarget has decreased revenue growth from -1.2% to -1.5% and decreased profit margin from 18.8% to 16.7%.

Shared on17 Apr 25
Fair value Increased 2.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 7.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 5.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 2.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 33%

AnalystConsensusTarget has increased revenue growth from -2.8% to -1.3% and increased profit margin from 15.0% to 18.8%.